GM39: The Secrets of a Natural Resource Speculator ft. Rick Rule

Top Traders Unplugged

Niels Kaastrup-Larsen

Investing, Business News, News, Business

4.8 • 712 Ratings

🗓️ 12 April 2023

⏱️ 82 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Join us for an insightful and personal conversation with Rick Rule, a renowned investor and speculator with decades of experience in sub $1,000,000,000 market capitalisation public and private issuers in natural resource industries. With a track record of structuring and leading numerous debt and equity issuances for resource companies worldwide, Mr. Rule shares his expertise on navigating the complexities of this unique market. As a sought-after speaker at investment conferences, he offers valuable insights into the natural resource industry's future and how to make informed investment decisions. In this episode, Mr. Rule discusses his personal investment philosophy as well as some of the wildest speculations that he has done in his career. Tune in for an engaging conversation with one of the industry's top experts.

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Episode TimeStamps:

02:41 - Introduction to Rick Rule

04:16 - Financial experimentation and taking bets

16:35 - Commodities and the state of the economy

28:37 - Themes in resourcable markets

30:47 - Inflation - a political phenomenon?

38:57 - Are we seeing a change in ESGs?

44:26 - The pushback by the lower class

49:48 - Is owning gold becoming pointless?

56:14 - Central banks buying - a sign of demand?

01:00:40 - Finding convex ways to invest in gold

01:06:49 - Too much hype in the narrative?

01:11:57 - Being a contrarian

01:14:15 - Learn more about Rick and his work

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PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here

2. Daily Trend Barometer and Market Score

One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Disclaimer

Transcript

Click on a timestamp to play from that location

0:00.0	Politics can be best understood by looking at the derivation of the word, Polly, of course, from the Greek for many,
0:14.6	tick from the English colloquial for small blood-sucking insect. If you think about the political
0:20.0	processes, 8 billion small blood-sucking insects. If you think about the political process as 8 billion small blood-sucking
0:22.4	insects, each trying to suck out the life juices from the other while defending oneself,
0:28.3	you understand something about the political process. Imagine spending an hour with the
0:34.8	world's greatest traders. Imagine learning from their experiences, their successes, and their failures.
0:40.3	Imagine no more.
0:42.3	Welcome to Top Traders Unplugged, the place where you can learn from the best hedge fund managers in the world,
0:49.3	so you can take your manager, due diligence, or investment career to the next level.
0:53.3	Before we begin today's conversation,
0:55.8	remember to keep two things in mind. All the discussion we'll have about investment performance
1:00.2	is about the past, and past performance does not guarantee or even infer anything about future
1:05.6	performance. Also understand that there's a significant risk of financial loss with all
1:09.9	investment strategies,
1:10.8	and you need to request and understand the specific risks from the investment manager about their product before you make investment decisions.
1:18.7	Here's your host, veteran hedge fund manager, Niels Kostrup Larson.
1:33.3	A new world order is emerging and in in our global macro series, I, along with my co-host,
1:38.1	Jim Cassan, want to dig deep into the minds of some of the most prominent experts to help us better understand what this new global macro and commodity-driven world may look like.
1:43.5	We want to explore their perspectives on a host of game-changing issues
1:47.3	and hopefully dig out nuances in their work through meaningful conversations.
1:52.0	Our guest today is one of the most sought-out people
1:53.9	when it comes to understanding the global natural resource shift
	...

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